Our Solutions

Proudly serving medical/dental, contractors, churches and professional service based businesses. We understand the unique challenges that your service-based business faces and because we cater to the specific requirements of your industry, we are able to develop a customized plan and implement the right solutions that will improve your operations, efficiency, and profitability.

How may we serve you?

BUSINESS CONSULTING—We know that there are many aspects of running a successful operation, and that’s why we cover all the bases and provide you with the tools, support, and focused financial expertise that is essential in achieving your business and financial goals.

TAX PLANNING AND PREPARATION—Providing year-round, strategic personal, business, and tax guidance, you will have the peace of mind to know that your hard-earned money will be protected from unnecessary tax. We also specialize in promptly resolving tax disputes with the IRS.

SERVICE PLANS—Ranging from Base to Premium service plans, we have the right plan to fit your needs and give you the freedom to focus on building your business. See chart below.